+60.4%
ATRC vs VOO
+78.8%
-18.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.3% |
| 7D | -6.9% | -0.6% | -6.3% | -6.2% |
| 30D | +0.8% | -3.6% | +4.5% | +4.6% |
| 3M | +35.1% | -2.7% | +37.8% | +38.8% |
| 6M | +114.1% | +2.2% | +111.8% | +108.5% |
| YTD | +42.2% | +10.9% | +31.3% | +26.8% |
| 1Y | +75.9% | +11.3% | +64.5% | +56.2% |
| 3Y | +60.4% | +76.9% | -16.5% | -45.7% |
| All | +60.4% | +78.8% | -18.4% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling